Who We Are

Relationships provide insight to what makes each person unique.  Afterall, there’s much more to people than their job title, bank account, or the car they drive.

At Maestro Wealth Advisors, we understand this.  It’s why we refer to our team and clients as The Maestro Wealth Family.  It’s who we are.

To better serve your needs, we can meet at either our Winston-Salem or Greensboro office, or through a teleconference.

As an independent, full-service wealth management firm, Craig Moser, our CERTIFIED FINANCIAL PLANNER™ professional, and Financial Advisors are dedicated to fiduciary duty. Because we don’t have products to sell or quotas to meet, we focus entirely on what’s best for you.  Our proven strategies help you answer:

  • How do I minimize taxes?
  • What’s the best way to pay for college?
  • Should I invest in the stock market?
  • How do I protect my family if something happens to me?
  • Is a Traditional or Roth IRA better for me?
  • When can I retire?
  • When should I file for Social Security benefits?
  • How do I maximize Social Security benefits?
  • What’s the best way to pass my assets to my heirs?
  • How should I invest the inheritance I just received?
  • How can I reduce my tax burden using 1031 exchanges on the sale of investment property?

fi du ci ar y

A fiduciary is a person or organization that acts on behalf of another person or persons, putting their clients’ interest ahead of their own, with a duty to preserve good faith and trust. Being a fiduciary thus requires being bound both legally and ethically to act in the other’s best interests.

According to the Cornell Law Dictionary, “A fiduciary duty is the highest standard of care.” It entails always acting in your beneficiary’s best interest, even if doing so is contrary to yours.

Craig

M.CRAIG MOSER, CFP®, CRPC®

Director of Wealth Management and Planning

Jennifer

JENNIFER MOSER

Director of Operations and Financial Advisor

MATT MOSER, CRPC®

Financial Advisor

Conrad

CONRAD BEAUCHAMP

Financial Advisor

Jeremy

JEREMY BUSH

Wealth Paraplanner

MATT ABBOTT

Marketing Manager

JESSICA POWELL

Client Services Specialist

Jennifer

MICHAEL JAMES

Client Services Specialist

DAWN SIMPSON

Client Relations Specialist

Client Events.  Another Part of Who We Are.